WealthPlan Investment Management »

SPDR S&P MidCap 400 ETF shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in SPDR S&P MidCap 400 ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P MidCap 400 ETF held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P MidCap 400 ETF by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $339k 549 617.08
2023-09-30 $536k 1.2k 456.64
2022-12-31 $420k 862 487.11
2022-09-30 $393k 869 452.24
2022-03-31 $372k 815 456.44

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northern Trust
Us Bancorp
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Pathstone Holdings
Pnc Financial Services
Susquehanna International
UBS Group
Kayne Anderson Rudnick Investment Management
Raymond James Financial
Bank Of Montreal
Citadel Advisors

View all funds holding SPDR S&P MidCap 400 ETF